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A Team Approach to Comprehensive Wealth Management 

 

Our mission at Wealth Enhancement Group is to improve our clients’ lives by delivering the best possible advice. One of the ways we seek to accomplish this objective is to work as a team.

You’ll continue to work with your team from the Wiley Group. They'll now be backed by an entire Roundtable™ team of specialists at Wealth Enhancement Group, covering all angles of your financial life, from planning, investments, tax strategies, estate planning and beyond.

Should you have any questions, please call our West Conshohocken office at (610) 234-2100.

 

Quick Links

Jim-Wiley

Jim Wiley 

Senior Vice President, Financial Advisor
CSA®, AIF®, Series 65

(610) 234-2002 | jwiley@wealthenhancement.com 

Jim has more than 35 years of experience in the financial services industry, including years spent with Morgan Stanley. Throughout his career Jim has helped clients with life planning, coaching them on how to help achieve their vision by leveraging their financial resources and focusing on work-life balance. This led him to form Live Your Vision, LLC in 2009 and enter into a partnership with Wealth Enhancement Group in 2019.  Jim is well-versed on the health, wellbeing and the economic issues that are important to retirees, and works to incorporate these concerns into an overall financial strategy. He enjoys giving back to the community through his involvement with Caron Treatment Center and Child Guidance Resource Center. Jim resides in Wayne, PA with his wife and 3 sons. He enjoys hiking and mountain biking.

  • BA, Dickinson College
  • Wharton Executive Education Program 
  • Certified Senior Advisor® Professional 
  • Accredited Investment Fiduciary® 

Don-Riley

Don Riley 

Senior Vice President, Financial Advisor
RICP®, AIF®, Series 65 

(610) 234-2152 | driley@wealthenhancement.com 

Don has an extensive background in financial services, including trading on the Philadelphia Stock Exchange for more than 20 years and founding a broker-dealer firm. He brought his passion for guiding clients to optimal financial solutions to Wealth Enhancement Group through the 2019 partnership with Wiley Group. Don and his wife reside in West Chester, PA. In his free time, Don may be found playing a round of golf or spending time with family.

  • BS, Widener University
  • Retirement Income Certified Professional®
  • Accredited Investment Fiduciary®

Timothy-Hewitt

Timothy Hewitt

Vice President, Financial Advisor
CFP®

(610) 234-2151 | thewitt@wealthenhancement.com 

Timothy enjoys partnering with clients to uncover their concerns, understand their priorities and help them accomplish their goals. He is well versed in all areas of wealth management but specializes in taxation and real estate. Tim shares his expertise through coaching team members, speaking engagements and client activities. He enjoys helping others and the community through his involvement with the Volunteer Income Tax Assistance program and the Financial Planning Association. Timothy lives in Paoli, PA and enjoys the outdoors, traveling and spending time with family.

  • BS, The Pennsylvania State University 
  • Pennsylvania Realtor, United Real Estate
  • Certificate in Financial Planning, Boston University
  • CERTIFIED FINANCIAL PLANNER™ Professional  

Kimberly-Jobson

 

 

 

 

 

Kimberly Jobson

Associate Financial Advisor 
CRPC®, Series 65

(610) 234-2155 | kjobson@wealthenhancement.com 

Kimberly’s problem-solving nature is an asset in working with clients to assess their long-term planning needs and make recommendations to simplify their financial life. She enjoys sharing her knowledge through speaking opportunities and gives back to her community by serving as an officer on the Board of Directors for Daemion Counseling Center. In her free time, Kimberly enjoys yoga, travel and spending time in the garden. She lives in Phoenixville, PA with her husband James and daughter Juliet.

  • BS, West Chester University of Pennsylvania 
  • Chartered Retirement Planning Counselor™

Shannon-Breuer

 

 

 

 

 

Shannon Breuer

Regional Director 

(610) 234-2147 | sbreuer@wealthenhancement.com 

Shannon is a seasoned executive who leads by example, using her experience in human relations, communications and planning to motivate those around her to grow and develop within their roles. In addition to volunteering as a career coach for young adults and emerging leaders, she has received leadership and community impact awards throughout her career for her professional contributions and participation on several nonprofit advisory boards. In her free time, Shannon can be found sailing, kayaking or playing a game of Sudoku. She lives in West Chester, PA with her husband Chuck.

  • BA, Marymount University 

Jason-Wiley

 

 

 

 

 

Jason Wiley 

New Client Associate

(610) 234-2154 | jjwiley@wealthenhancement.com  

Jason has a knack for connecting with people and uses his talent to assist with the education and assimilation of new clients. He graduated from West Chester University with a BS in Chemistry and Marine Science. In this free time, Jason enjoys racing motorcycles and playing drums and guitar.

Keenan-Mead

 

 

 

 

 

Keenan Mead

New Client Associate

(610) 234-2095 | kmead@wealthenhancement.com 

Keenan began in the finance industry through an internship with the Wiley Group. Since then, he has proven to be a creative problem solver with an enthusiasm for connecting with clients and working with the advisors on the team. Keenan is a fan of Philadelphia sports teams and is interested in real estate, cooking and art. He resides in Ambler, PA.

Claudia-Roberts

 

 

 

 

 

Claudia Roberts

Client Service Manager 

(610) 234-2157 | croberts@wealthenhancement.com 

Claudia is the first point of contact for clients, applying her high standards to completing a variety of requests and maintaining firm policies. She has a BA in Professional Studies from West Chester University and nearly 10 years of industry experience. Claudia lives in Swarthmore, PA with her husband and likes to cook, bake and spend time with family.

Regina-Barber

 

 

 

 

 

Regina Barber 

Client Service Manager

(610) 234-2153 | rbarber@wealthenhancement.com 

Regina has more than 15 years in the financial services industry and is a notary public. She guides new clients through their onboarding process and supports existing clients through account maintenance and documentation. Regina has a passion for giving back to her community through a variety of organizations. She and her husband Charlie reside in King of Prussia, PA and enjoy spending abundant time on the Outer Banks.

Contact Us

Phone: 1-800-492-1222
Email: info@wealthenhancement.com
Corporate Address: 505 North Highway 169, Suite 900, Plymouth, MN

  • Securities Investor Protection Corporation

Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC.  Trust services offered through Wealth Enhancement Trust Services, LLC, a trust company chartered under South Dakota law. Wealth Enhancement Group, Wealth Enhancement Trust Services and Wealth Enhancement Advisory Services are separate entities from LPL. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.

 

WEAS ADV Part 2A   WEAS Supplement to ADV Part 2A WEAS ADV PART 2A Appendix 1

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